Investure Evergreen Fund

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

3,318

Total plan assets

$852.8M

Filings (rows)

Direct comp

$2.9M

Indirect comp

SERVICES PROVIDED

Other service providers2

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Colonial Williamsburg Foundation The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation · all filings	WILLIAMSBURG, VA	Other service providers	1,101	$301.6M	$1.9M	$0
The Colonial Williamsburg Foundation The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation · all filings	WILLIAMSBURG, VA	Other service providers	1,094	$291.5M	$636K	$0
The Colonial Williamsburg Foundation The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation · all filings	WILLIAMSBURG, VA	Advisor / Consultant	1,123	$259.7M	$424K	$0